Oppenheimer's Jason Helfstein on upgrading Spotify ahead of Q2 revenue miss

Welcome back to the exchange. Spotify shares sinking today, down 10% right now after Q2 revenue miss lackluster guidance. My next guest recently upgraded shares to outperform and is establishing an $800 price tag.It's currently trading at $629 and change. Joining me now is Jason Hstein, head of internet research at Oenheimer. Jason, it's great to have you on.You upgraded the stock what last week ahead of the print today. What do you think now that we got these results. >> Correct.So our thought was the stoc ...